Helios Healthcare Advisors arranged a $10.71 million HUD refinance for a 76-unit assisted living and memory care portfolio located in San Antonio, Texas. The communities historically performed at stabilized levels. Before completing the HUD refinance, Helios arranged an 18-month bridge loan to recapitalize the communities on behalf of a regional owner/operator with 12 locations and more than 700 units across Texas. The refinance marked the final step in a two-year strategy to arrange the capital structure and secure permanent, non-recourse fixed-rate debt.

